How to Integrate LinkedIn to CRM

Are you someone looking to expand your customer base exponentially? Every budding entrepreneur aims to look for the opportunity to make their customer interaction seamless. Powerful platforms like LinkedIn and CRM can be valuable tools to achieve that goal. Integrating these two platforms will not only boost your customer base but, at the same time, bring more customers into your pipeline.

In this article, we talk about the role of CRM, the significance of integrating CRM with a LinkedIn account, and tools that help you integrate your LinkedIn account with CRM.

What is a Customer Relationship Management system?

Customer relationship management (CRM) is a technology that manages all aspects of customer relationships and interaction in the company. A Customer relationship management system helps to manage and update customer information effortlessly.

Five Benefits of Using a CRM System

How Does Linkedin Help to Expand the Customer Base?

LinkedIn is a social media platform designed for the professional to engage with their customers, generate leads, and more. If you optimize your networking with the right people then your business will thrive.

By posting content that is relevant to your niches you can be a thought leader in the marketplace. This can help you advertise your blog post which can drive on your website traffic, generate inbound leads, build brand awareness.

Five Benefits of Using Linkedin

Why Should You Connect Your CRM to Linkedin?

As discussed earlier, integrating CRM and LinkedIn can improve your productivity to the next level. The following are the benefits of integrating CRM and LinkedIn:

These are some of the benefits to integrate your CRM system with your LinkedIn account. Most significant one is generating leads for your pipeline.

How Can I Generate Leads Faster by Integrating Linkedin With CRM?

The main aim of LinkedIn integration is to make a seamless lead generation process. By seamlessly generating leads with less friction and fewer clicks, using technology is not sufficient for generating leads. You need to have a complete profile, target your audience, and import them to your CRM to convert them into a prospect.

How Can You Connect Your CRM to Linkedin?

In an article published by Forbes, Gene Marks, a senior manager at KPMG, wishes for a “holy grail” that can truly integrate LinkedIn-CRM. I guess we have found one.

The software you choose to connect your CRM to LinkedIn via LeadCRM can be a game changer in your lead generation and customer management operations.

So, can you connect any CRM to your LinkedIn account?

LinkedIn does not offer to connect all CRMs to your LinkedIn account. You can integrate a few like Salesforce, Microsoft Dynamic, etc., directly into your LinkedIn account, but for that, you have to subscribe to the premium account. Doing so can be heavy on your pocket.

Another question many ask: Can LinkedIn be a CRM? LinkedIn itself is not a full-fledged CRM, but it can function as a lightweight CRM for networking and relationship management. Features like saving contacts, adding notes on how you met, tagging connections, and syncing contact info make it useful for tracking interactions and maintaining relationships. However, for advanced CRM functionalities like lead scoring, pipeline management, and automation, integrating LinkedIn with tools like Salesforce, HubSpot, or Microsoft Dynamics via LinkedIn Sales Navigator is recommended.

How to integrate CRM with LinkedIn?

To integrate the CRM of your choice, you have to subscribe to LinkedIn Sales Navigator and have a premium LinkedIn account. Even after that, you can only have a limited number of features that facilitate lead generation. Here are the steps: 

      1. Choose a Compatible CRM: Ensure your CRM supports LinkedIn integration, such as Salesforce, HubSpot, or Microsoft Dynamics 365.
      2. Use LinkedIn Sales Navigator: Subscribe to LinkedIn Sales Navigator, which offers features like CRM Sync, Embedded Profiles, and Data Validation. Install the Sales Navigator app package for your CRM to enable these functionalities.
      3. Enable CRM Sync: Set up CRM Sync to automatically import LinkedIn leads, contacts, and accounts into your CRM. Advanced Plus users can also enable activity writeback to sync LinkedIn activity back into the CRM. 
      4. Enhance Profiles and Automate Workflows: Use LinkedIn data to enrich CRM profiles with job titles, company details, and mutual connections. Automate lead generation and messaging directly from your CRM.
      5. Follow Compliance: Ensure compliance with LinkedIn’s terms of use and data privacy regulations like GDPR. 

Suppose you choose from the various tools that not only integrate your LinkedIn account (basic, premium, and sales navigator) with the CRM. But by offering you more features to optimize your lead generation, you can accelerate your lead generation in a cost-effective way.

With LeadCRM, you can:

The added benefit to this is that you don’t have to subscribe to the premium LinkedIn account or Sales Navigator. You can integrate your LinkedIn account (basic, premium, and sales navigator) with the CRM of your choice.

Now, the benefits of integrating LinkedIn with your CRM let you know more about the CRM that you can use.

Explore: What are the top three CRM integrations for LinkedIn

3 Best CRM LinkedIn Integrations

Three-CRM-to-connect-with-your-LinkedIn-Account

Salesforce CRM for LinkedIn

Salesforce is one of the most customizable and scalable CRM solutions if implemented well within a company. If your company is enrolled with Salesforce and you are using LinkedIn for sales or hiring processes, the integration will make your job easy and scalable.

With Salesforce you can manage your leads, sales opportunity and customize your report. Get all the information you require on a single screen to increase sales.

The following are the benefits of using Salesforce:

With the above benefits Salesforce is one of the best CRM that you can use for your business to manage your sales process.

HubSpot CRM for LinkedIn

HubSpot CRM is a CRM system that is one of the major players in the market. Your company must be enrolled in either HubSpot’s Sales or Enterprise subscriptions in order to enjoy their LinkedIn integration.

A subscription to LinkedIn Sales Navigator is also required. Contacts cannot currently be imported into HubSpot CRM’s LinkedIn integration, but you can browse LinkedIn data and send InMail from HubSpot’s hub.

A significant CRM company having a LinkedIn integration is HubSpot Sales Hub.

Integration with LinkedIn Prices for LinkedIn Sales Navigator start at $99.99 and for HubSpot Sales Hub at $45.

Zoho CRM for LinkedIn

To provide each customer with an excellent customer experience, Zoho CRM Plus unites your sales, marketing, customer support, and any other customer-facing staff on one platform.

It keeps your customer at the center of everything you do by combining business data, customer engagements, ROI, and more.

Some Awesome Features:

LinkedIn has a wide web of people with whom you can connect to. Utilizing these opportunities can help your business to generate leads.

Conclusion

If you are wondering, what is the best CRM software? The best CRM software varies according to your business needs, but Salesforce is widely regarded as the top choice due to its extensive features, scalability, and dominance in the market. Zoho CRM is another highly recommended option, especially for small to medium-sized businesses, thanks to its affordability, user-friendly interface, and customization options. Other notable CRMs include HubSpot, Microsoft Dynamics, and Pipedrive, which cater to various industries and requirements. Connecting your CRM to LinkedIn gets really easy and cost-effective with LeadCRM, and the effect that it has on your sales process is quite positive. Therefore, boost your CRM by automating the customer data collection process with LeadCRM.